The private equity firm will help the company pursue "continued growth, technology development and expansion by acquisition," according to the RIA. Founder and CEO Ron Carson will still be the majority owner.
A senior Merrill Lynch executive said the bank expects single-digit growth in headcount as it focuses on its advisor training and development programs.
U.S. Bank’s Beth Lawlor forged deeper connections than she expected meeting with coworkers and clients virtually during the pandemic. She’s taking the lessons she’s learned over the past 15 months and applying them on her upcoming “world tour” of in-person site visits.
